If only we were to get a dollar for every client who either tells us they don't have a will, or that it hasn't been updated for a long-time....

As part of our offering, we do provide those qualifying clients with a will and estate consultation through our Family Office team, who will provide you with a letter of wonderful options/ideas that you can share with your lawyer and be used/included in your will.

But if you don't have a will, or more specifically the time to go and meet with a lawyer to get a will complete, it might be worth checking out Epilogue, a simple, smart and online will portal. In fact, you can get a will and necessary estate planning documents complete in a little less than 20 minutes. Now, if you're situation is complex (e.g. blended families, business owner with complex corporate structure), Epilogue might not be for you.

Want to talk about your estate plan, and see if a will and estate consultation is appropriate for you, contact us today.